If you’re reading this, chances are that you’ve begun a self-evaluation of the Customer Journey Plug-in. If you’re not one of those people, then congratulations on skipping that step. Please accept our free gift for an evaluation of the Customer Journey Plug-in, click here to redeem your prize!
Kidding aside, this post is meant to serve as a central hub for how to make the most of your eval The video quickly skims through all the facets of the plug-in without going into the nitty gritty, though it is encouraged for everyone to explore the finer details themselves.
Here is a checklist of what we believe are the most important items to a successful evaluation.
- Download the module
- Install the License Key
- User access to plug-in
- Add modules
- Explore Existing Customer Journey Templates
- Create a custom journey
- Add journey to different modules
- Advanced Workflow
Please reach out to us or your SugarCRM Sales Rep if you are unsure of the Customer Journey Plug-in’s capabilities in your business or better yet please post a question and we can get to it immediately.
Bon Voyage on your journeys!